The Nifty IT index rose 2.21% on October 25, outperforming all sectors for the day. Infosys, TCS, and HCL Tech led the rally, buoyed by strong Q2 results and signs of recovery in US tech spending. Analysts noted that easing inflation in the US and robust digital transformation budgets among clients supported the move. Broking houses project continued sector strength as rupee stability and deal momentum sustain earnings visibility into FY26.